We believe Oriental Land’s financial strength is sound. The company has historically positive free cash flow and maintained debt/capital ratio of below 30% in the past decade. Oriental Land keeps ...
I critique Baxter International's capital allocation decisions, stating the stock is not suitable for popular investment strategies. See why I rate BAX a sell.
Dover sells critical components and installable equipment that compete on performance—not price—and generate lucrative, recurring aftermarket revenue. Many of its subsidiaries are GDP-plus businesses ...
That the government’s fiscal deficit is narrowing in spite of an economic slowdown is commendable. The heavy lifting to support growth will have to be done by RBI via policy rate cuts.